Meet Our Team

Kelly M. Jones, CPA

Kelly graduated from University of California, Davis with a BS in Microbiology. After graduating she began working for her fatherís accounting firm and found it to be a career she wanted to pursue. She became a CPA in 2007 and has extensive experience in tax, accounting, and business consulting, with an emphasis in Cemetery and Funeral accounting and auditing. Kelly is an active member of the CalCPA, AICPA, Cemetery and Mortuary Association of California, and Point West Rotary of Sacramento.

Brenda W. Perry, CPA

Brenda has over 20 years of experience in tax, accounting, and business consulting. She has served a wide variety of Napa Valley businesses and individuals over the past 7 years. Before beginning her own firm she worked as a Manager with Ganze and Company in Napa and was previously a Manager with Deloitte and Touche. A graduate from the University of California at Berkeley and a native Californian, she is also a third generation accountant in her family.

Kimberly Jones, CPA

Kimberly graduated from University of California, Davis with a BS in Managerial Economics. She gained auditing experience at Arthur Anderson and then went on to become a CPA while working for her fatherís firm. She excels in nonprofit consulting and accounting, acting as liaison between the Executive Director and Board of Directors as well as budgeting and forecasting, trustee services, and auditing. Kim is an active member of the CalCPA, AICPA, Cemetery and Mortuary Association of California, and serves on the board of a nonprofit organization that provides scholarships for underprivileged youth.

David H. Jones, CPA

David graduated from California State University with a BS in Accounting and received his Masters of Business Administration two years later. He has been a partner of his own firm since 1969 and has a diversified background in preparation of income tax returns, tax and estate planning, corporate consolidation, and litigation support and expert testimony. He is a member of the CalCPA and has spent the last fifteen years developing a successful and thriving business with his daughters.